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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,895 | $72,273-32.3% | $101,275-51.7% | $79,856-38.8% |
| Participation rate | 54.3% | 68.5%-14.2pp | 75.8%-21.5pp | 69.6%-15.4pp |
| Annual return | 17.48% | 22.30%-4.8pp | 46.48%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,677 | $2,691-37.7% | $3,660-54.2% | $2,471-32.1% |
| Participant deferral / active EE | $4,705 | $3,282+43.4% | $4,371+7.7% | $3,741+25.8% |
| Admin fee / account holder | $42 | $4,401-99.0% | $5,948-99.3% | $5,306-99.2% |